Reviewed files, records and other documents to obtain information and respond to requests.
Completed and mailed bills, contracts, policies, invoices and checks.
Calculated premiums and established payment methods for sales.
Identified and solicited sales prospects in agency databases.
Met with an average of [Number] walk-in policyholders to address and resolve complaints.
Evaluated leads obtained through direct referrals, lead databases and cold calling.
Met with [Number] existing and prospective clients each week to select appropriate insurance policies.
Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
Calculated quotes and educated potential clients on insurance options.
Met with prospective customers and business owners in their homes, businesses and other settings.
Followed up with customers on unresolved issues.
Reported policy changes and company conditions affecting customer satisfaction.
Tracked the progress of all outstanding insurance claims.
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Job Titles Held:
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